# Mana Financial Life Design

> Mana Financial Life Design is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 298277
- Filed as: MANA FINANCIAL LIFE DESIGN
- Legal name: Mana Financial Life Design, LLC
- Also doing business as: MANA, MANA FLD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298277
- AdvisorCensus page: https://advisorcensus.com/firm/mana-financial-life-design-298277

## Quick answers

**How is Mana Financial Life Design compensated?**
On its Form ADV (Item 5.E, October 2026), Mana Financial Life Design reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Mana Financial Life Design charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Hourly rate: $500 an hour (Hourly Financial Planning engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Mana Financial Life Design registered with the SEC or a state?**
Mana Financial Life Design is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 298277.

**How much does Mana Financial Life Design manage?**
Mana Financial Life Design reports $106,079,775 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Mana Financial Life Design serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (88); high net worth individuals (38); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Mana Financial Life Design use?**
Mana Financial Life Design's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Mana Financial Life Design report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298277

**What changed in Mana Financial Life Design's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Hourly rate: $500 an hour (Hourly Financial Planning engagements)

> Hourly Financial Planning engagements may be offered at an hourly rate of $500 per hour, depending on complexity.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $106,079,775
- Discretionary: $106,079,775
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $28,577,490 |
| High net worth individuals | 38 | $74,152,418 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $3,310,849 |
| Corporations or other businesses not listed above | Fewer than 5 | $39,018 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- manafld.com
- Facebook @ManaFinancialLifeDesign
- Instagram @manafld
- LinkedIn @manafld
- X @ManaFLD
- YouTube @manafinanciallifedesign
- YouTube @UCD8yOvteVDF2RgKGLKGGf_Q

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mana Financial Life Design (CRD 298277): Form ADV filing data as of October 2026.